Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.81%
13.08%
6 Months
9.83%
39.75%
1 Year
13.53%
15.14%
3 Years
28.65%
13.51%
5 Years
30.15%
—
Since Inception
22.72%
26.22%
Fund Age
8 yrs 8 mo
4 yrs 6 mo
AUM
₹1,835.92 Cr
₹81.24 Cr
Alpha – 1 Year
8.81%
11.38%
Alpha – 3 Years
16.56%
2.62%
Information Ratio – 3 Years
1.28
0.33
Volatility – 1 Year
19.12%
46.80%
Volatility – 3 Years
18.89%
34.40%
Beta – 1 Year
0.96
2.21
Beta – 3 Years
0.91
1.57
Sharpe Ratio – 1 Year
0.47
0.38
Sharpe Ratio – 3 Years
1.16
0.37
Worst Rolling Year
-6.00%
9.66%
Value at Worst Rolling Year
₹0.94 Cr
₹1.10 Cr
Deepest Drawdown
−13.66%
−43.02%
Recovery Period
411 days
Not yet recovered
1-Year Rolling Windows Positive
97.32%
100.00%
Median Rolling Year
40.41%
21.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 24% · M 10% · S 45%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
—
Top Sectors
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
12% of profit, above 10%
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%